Rebirth: The Financial Giant

Hua Wei suddenly came out without saying a word and became the most beautiful boy in the audience, taking away the style of car builders from all walks of life, so that the founder of the ideal magnesium group who invested in Wei Lai couldn't make a yin and yang out of anger. The ability to ridicule Hua Wei is on par with Tesla.

The subtext is: In the territory of our capital players, you are joining in for a technical cooperation, do you want to learn flickering with us?

In fact, this is the deep fear of Wah Wei behind this.

Technology is the natural enemy of capital. Top capital players know this. The founders of Magnesium Group are of course very clear about this. Their business intuition is also very clear about this rule.

So fear.

And no one is more worried than them who built cars, because when it comes to the history and experience of "building cars", the founders of the Magnesium Group have definitely surpassed Hua Wei for a long time, and they know better than anyone what cars they have built in the past. Du Ming knows better than anyone how to "fudge" people into buying a car home.

On the board of directors, Lu Ming, who was sitting in the chief position, said with a smile: "From a regular point of view, technology is the natural enemy of capital, and technological breakthroughs can break down the moat built by capital overnight; in turn, capital is an obstacle to technology, and capital's favorite. What is it? Is it profit?"

Su Xiaoman, who attended the meeting, said succinctly: "It's monopoly profit!"

Lu Ming snapped his fingers and nodded again and again: "Yes, the ultimate pursuit of capital must be monopoly profits, and monopoly is the biggest obstacle to technological breakthroughs. Intel's current monopoly pattern in the chip market has changed from being a dragon slayer to being a teenager. After the evil dragon, the performance will be improved by 'up to 5%' forever. It's like squeezing toothpaste for fear of squeezing too much. Why? Because monopoly is comfortable and makes money, why do you work so hard?"

Everyone looked at the chairman's vivid words and conversations and couldn't help but chuckle.

Having said that, Lu Ming laughed for a moment, looked around and said, "Since the beginning of 2016, Tiansheng QDIE has been gradually buying and increasing its holdings of AMD's stock until it is approaching the 5% mark line, why?"

Lu Xinyue, an independent director, said: "Since Intel has become the new evil dragon, is Mr. Lu investing in AMD expecting AMD to become the new dragon slayer?"

Speaking of which, AMD's share price has risen in the past year. Among the securities that Tiansheng Capital invests overseas, the average cost of holding AMD's stock is only about US$2.218, while AMD's current share price has exceeded US$10, which is already floating. Profit +350%.

In three years, AMD's stock price will soar to nearly $100, which is equivalent to 40 times the expected earnings. This is under the condition that Lu Ming does not do T.

Next year's trade disputes and the U.S. stock market meltdown due to the epidemic three years later will lead to two huge fluctuations in the capital market. Lu Ming only needs to make two big Ts at the annual level to reduce the cost to less than $1. Backhand shorting eats up short profits. Investing in AMD's stock to earn more than 150 times the profits is as simple as drinking water.

At this time, Lu Ming smiled and said: "Consumers have been bitter toothpaste factories for a long time. I heard that the recent processor market is popular and said AMD, YES!"

For many years, AMD, which has been used by Intel but RBQ and tool man, will eventually turn over as a serf and sing, will Intel get down on the ground, Lu Ming does not care, and will eventually become a new evil dragon, Lu Ming Ming didn't care either.

Lu Ming only cares about how much profit he can make from AMD, after all, capital.

"Let's go too far, back to the issue of new energy vehicles." Lu Ming looked around the crowd and said, "So, it has been five years since 2012, Hua Wei has been working on technology silently. I am the capital, and Hua Wei is the technology. , I, Tiansheng, are basically unlikely to invest in Huawei and become a major shareholder of Huawei. Do you think I can not panic? If I don’t find a solution to this problem, if I invest heavily in the new energy vehicle industry, then I can't sleep well at night."

As soon as he finished speaking, Ge Feng said with a smile: "The meeting has now come, I guess the chairman has said so much because he has a plan."

Everyone looked at the boss, and after a while Lu Ming said with a smile: "Wah Wei is not short of money, very rich, and it's unfortunate that when it comes to money, I, Tiansheng, can loudly say in front of Hua Wei that I am richer than you. "

As an asset management institution and investment company, Tiansheng Capital deals with money. Now it manages nearly 2 trillion assets and 300 billion liquidity funds. If necessary, it can sell stocks at any time to realize liquidity to increase liquidity. .

Whether it's Tiansheng Capital's own money or the LPs' money, Lu Ming has absolute power to mobilize the 2 trillion assets. Where to fight for capital with Tiansheng Capital, Hua Wei must be short of attacking. With his strengths, he will definitely not be able to compete with Tiansheng for capital Huawei.

Lu Ming said: "Since the natural enemy of capital is technology, we will actively embrace technological change. We also burn technology. How much money Huawei spends on technology, we burn three times as much."

The chairman said so, but everyone knows that Tiansheng is definitely not going to engage in technology in person, and Tiansheng does not have the genes of technology, but Tiansheng obviously has the idea of ​​technology, and this is the way to solve the problem.

Tiansheng can use the genetic advantages of its own capital to invest in and support the incubation technology of related science and technology companies, and provide strong capital backing for science and technology companies.

This is what the chairman said about burning technology. Everyone also understands why the chairman's meeting was described as "making a big bet" and "no expense at all".

Lu Ming looked around and said, "This is our 'spare tire plan' for the layout of the new energy vehicle industry. We have to take all the costs out of consideration, and we can't fall short. It would be better for Huawei to accept Tiansheng's investment, but with Huawei's shareholding structure, I don't expect this investment, just do my best."

If Hua Wei accepted the capital, he wouldn't have to wait until now, it would have been listed long ago, so Lu Ming really didn't have much hope that Tiansheng Capital could become a shareholder of Hua Wei.

No one present knew one thing better than Lu Ming, who had foresight. The impact of Huawei's smart cars on the industry structure was greater than the impact of Huawei's mobile phones on the global smartphone market.

At the moment, Huawei mobile phone has begun to exert force, and its impact on the entire industry is already obvious, and it will be more clearly visible in the next two years.

If you want to play a big ticket in the new energy vehicle market, Hua Wei has to pay attention to this opponent. In Lu Ming's eyes, except for Hua Wei, the others are miscellaneous. In the long run, Tesla will have to rank behind.

The best situation is to cooperate with Huawei, and it is definitely the best situation to combine powerful forces, but the best situation often does not happen, so what Lu Ming is really preparing is that the future industry structure will become a capital-led "sky". "Shengxian" and "Huawei", which is dominated by the technical faction, plus the miscellaneous hairs that can be ignored and can only be listed in the "Other" option.

The two sides are each other's biggest competitors, and there is cooperation in the competition.

Lu Ming believes that the old man must have a big pattern. UU reading www.uukanshu.com Lu Ming also has a pattern. The most perfect ending is when the "Tiansheng Department" and "Huawei Department" are in full swing. Then Elon Musk's Tesla didn't know what to do.

At the board meeting, Lu Ming, who was sitting in the chair, looked around the crowd and said, "As for the positioning of the new energy vehicle, I don't think of it as a car at all, but a large-scale mobile smart terminal. In the future, the car itself of the new energy vehicle will continue to We don’t make money from selling cars, and maybe even give cars to consumers at a price close to cabbage in the future, how can we make money? We make money from mobile terminals and big data, and the wool is on the dog!”

All the directors attending the meeting were stunned for a moment, and Ge Feng couldn't help but say, "Chairman, this model is not the Internet one, but the smartphone one?"

Lu Ming smiled and said, "That's why I said, I won't look down on the so-called 'new car-making forces' now. After the tide goes out, they are all naked, only those with strong technical background. Hua Wei is the real potential opponent in the future, ignoring Hua Wei’s layout in this industry is likely to face unbearable failure, this is no joke.”

…

(Ps: Did you see it, everyone, I want this thing...→monthly pass)